401(k) · DOL Form 5500 · 2023
Wallace, Montgomery & Associates 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 193
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $195,680
- Avg per participant Above avg balance/head
Official DOL plan name: Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan · Sponsored by Wallace, Montgomery & Associates · Maryland · Professional & Technical Services
$38M in assets, 193 participants
Wallace, Montgomery & Associates's Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan reported $38M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #16,862 in Professional & Technical Services (20,321 peers)
Coverage in Maryland
Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan covers 193 participants in Maryland, about 21% of the average Maryland filer (state average ~929 per filing). Assets: $38M.
- #16,862
- in Professional & Technical Services (20,321 peers)
- +16.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan's outsized position by total assets
Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$37,766,307 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (193 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan end-of-year assets rose from $32M in the plan year 2022 filing to $38M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 521051946 · Wallace, Montgomery & Associates PY 2023 · 401(k)
Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan · $38M · 193 · 82nd
- BOY $38M
- BOY 193
- BOY 82nd
- BOY 401(k)
- BOY near Emtec Global Services, LLC 401(k) Profit Sharing Plan
- BOY ind #16862
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Maryland →
Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $5M |
| Employer EIN | 521051946 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wallace, Montgomery & Associates)
Sponsor-wide plan assets over time
All Wallace, Montgomery & Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 38.31622994746578% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $32M |
| 2023 | 1 | 193 | $38M |
| 2024 | 1 | 211 | $45M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Emtec Global Services, LLC 401(k) Profit Sharing Plan in FL ($38M); by covered participants it is Kevin, Inc. Profit Sharing Plan in ME (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.
- Kevin, Inc. Profit Sharing Plan (ME) 193 · 0 off
- Royal Plywood Co., LLC Profit Sharing Plan (CA) 193 · 0 off
- Pipes & Shaw LLC 401(k) Plan (NY) 193 · 0 off
- Sigvaris, Inc. 401(k) Plan (GA) 193 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.